Mutual Funds | Services | The Altman Group

The Altman Group mutual fund team has steadily become the industry’s premier provider of expert mutual fund proxy services. Our firm’s approach is the most unique in our industry. We are a senior–level executive led team offering fund families project expertise, old-fashioned hard work, attention-to-detail, and enthusiasm for completing your project as smoothly and cost-effectively as possible. These values are what set us apart from our competition. The Altman Group does not manage an assembly line, or become mired in antiquated processes that produce mediocre (and often expensive) results. Instead, we produce innovative strategies that are custom designed for each proxy project and underlying shareholder demographics.

We put the most talented and experienced executives in our industry on your project from start to finish, leading you and your team step by step to the best results.

Our team prospers on our reputation and unprecedented success rate. We are only as good as the success of our last project, and we continue to build the most successful mutual fund team upon that premise.

If you are considering a proxy project, please take a few moments to review some details about The Altman Group and our mutual fund proxy services. Please do not hesitate to contact The Altman Group so that we can discuss the details of your project and offer suggestions on how to optimally achieve your firm’s goals.

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Other products and services from The Altman Group

They have designed systems, hardware, and protocols to ensure the highest level of quality control with the capacity to print and mail millions of pieces in a single day.
Our mail group is headed by a team of three executives who combined have over 80 years of print mail experience.
The Altman Group offers completely customizable proxy ballot printing capabilities to mutual fund clients.

You must send a notice in the package along with the hard copy proxy materials or incorporate all of the information required to appear in the Notice in the proxy statement and/or proxy card.
You must respond to all shareholder requests for paper or e-mail copies of the proxy materials for the current shareholder meeting and/or all future shareholder meetings.

The members of the team, consisting of industry leading professionals originating from several leading solicitation firms, have pioneered techniques that have become standard practices within the proxy industry and have been credited with delivering success for the toughest solicitations.

As institutions and independent proxy advisors continue to vote against plans they perceive as being too costly to shareholders, so companies must make careful decisions when putting plans to a shareholder vote and analyzing how to secure the votes necessary to win.

Each division was developed to be the premier provider of shareholder communications by enlisting the most driven and talented staff, combined with advanced technology, and an executive management team committed to the mantra that superior client service must always come first.